EPI Kansas City Chapter

At our upcoming chapter event you’ll work through a hands-on case study to develop your conversation skills. This case study will be led by our Chapter President, with breakout and group discussions throughout. Reserve your spot now by registering below! https://hubs.li/Q02WQ5770

Join fellow professionals at our upcoming EPI Kansas City event! In this session, you will work through a hands-on case study to develop your conversation skills. Through this case study, you will collaborate with an interdisciplinary team of advisors to gain experience you can directly apply to your practice. We hope to see you there! Register now below. https://hubs.li/Q02WPTh_0

"I wanted to work with others who value our environment, come from family businesses, and tend to be hardworking, humble business owners," said Amy Wirtz, our 2024 Exit Planner of the Year. By identifying her passion and strengths, Amy found her niche and built a thriving exit planning practice! Now, she’s sharing her secrets to help you do the same. Don’t wait and download the article below to build your practice! https://hubs.li/Q037nWjm0 #ExitPlanning #ExitPlanningInstitute #FinancialAdvisor #FamilyBusiness

EPI has exciting news! As of Tuesday, Exit Planning Institute HQ is officially open. ?? CEO Christopher Snider, CEPA and President Scott Snider cut the ribbon to mark the beginning of this exciting new chapter for EPI. Thank you to Jocelyn Bires, our incredible Director of Operations, for all her hard work and dedication to making this vision a reality. This milestone represents the growth of the exit planning profession and our continued commitment to providing world-class education to exit planning professionals. We can't wait to see what's next! #CEPA #ExitPlanning #EPI #ExitPlanningInstitute

What does it take to be best in class? The Annual Exit Magazine has the answers. Our new issue is packed with expert insights from industry leaders like Rick J. Krebs, CPA, CEPA ~ I sell businesses, who shares an exclusive piece on deal-making strategies, Joe Strazzeri on the power of asking the right questions, and top EPI Chapter Presidents providing their insights. Act today to set yourself apart - get your copy now at https://hubs.li/Q037nS5p0! #ExitPlanningInstitute #EPI #TheAnnualExit #BusinessOwner #FinancialAdvisor #CEPA #ExitPlanning

Struggling to stand out in the exit planning community? Without a niche it can be hard to build trust, attract clients, and successfully grow your practice. But don’t worry - Amy’s five essential tips will guide you to success. Discover how to position yourself in your chosen market by downloading the article below! https://hubs.li/Q037nTSB0 #ExitPlanning #ExitPlanningInstitute #FinancialAdvisor #FamilyBusiness

There is still time left to save your seat! Register for our upcoming event now! We look forward to seeing you there! Learn more and register here: https://hubs.li/Q02WNWGL0

This Women’s History Month, we’re celebrating some of our best-in-class CEPAs and faculty members who are shaping the future of exit planning! These trailblazers are setting a new standard in exit planning and continue to inspire our CEPA community and far beyond. Here’s to the amazing women in our community who contribute to the success of owners! Shina Culberson, CFA, CEPA, Tina Corner Stolz, Jaclyn Ring, CMAP, MAMI, Julie Keyes, RENEE RUSSO, Amy Wirtz. #WomensHistoryMonth #EPI #ExitPlanning #ExitPlanningInstitute #Leadership #CEPA

Secure your spot to our upcoming event on March 5th! Don't miss out on hearing from industry experts Joe Strazzeri and Shelley Lightfoot. We look forward to seeing you there! Register now below. https://hubs.li/Q02WN-ls0

Building a successful exit planning practice starts with finding your niche! However, figuring out your place in the wide world of exit planning can be tricky. Amy Wirtz, our 2024 Exit Planner of the Year, started her journey with five essential topics that helped her find her niche in family business. Download the article below to use the five tips to find your niche! https://hubs.li/Q037nRY10 #ExitPlanning #ExitPlanningInstitute #FinancialAdvisor #FamilyBusiness